Author
@sikeda23 sikeda23
grade Bx.com/sikeda23 ↗
Japanese-market analyst mapping Asia AI-infra and semis supply chain to catalysts
Posts daily morning/weekly market memos, macro-print recaps,
trader score
-0.03
hit rate
56%
mean α
-0.02%
signals 14d
25
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 18 scored bets: 56% hit rate, -0.02% mean alpha, trader score -0.03. Their last-14d mentions, direction-adjusted, have moved -4.7% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | TSM | @sikeda23 | +0.25 | News roundup contrasts TSMC earnings with record CoreWeave CDS and high default risk. | -0.9% | tweet ↗ |
| 2026-10-15 | CRWV | @sikeda23 | -0.60 | News roundup contrasts TSMC earnings with record CoreWeave CDS and high default risk. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @sikeda23 | · | The author comments on an Advantest price divergence visible only in the chart. | · | tweet ↗ |
| 2026-10-14 | · | @sikeda23 | · | U.S. headline and core CPI both print above year-over-year forecasts, with core monthly also above consensus. | · | tweet ↗ |
| 2026-10-13 | ASML | @sikeda23 | +0.25 | Highlights that ASML demand commentary now extends as far as 2030. | -8.5% | tweet ↗ |
| 2026-10-13 | ASML | @sikeda23 | -0.30 | Reports Japanese semiconductor-equipment stocks initially moved lower after ASML earnings. | -8.5% | tweet ↗ |
| 2026-10-13 | · | @sikeda23 | · | Author expects no consecutive rate hike while noting that a December hike remains possible. | · | tweet ↗ |
| 2026-10-11 | ASML | @sikeda23 | +0.00 | Previews the week's CPI and upcoming semiconductor earnings from ASML and TSMC. | -11.7% | tweet ↗ |
| 2026-10-11 | TSM | @sikeda23 | +0.00 | Previews the week's CPI and upcoming semiconductor earnings from ASML and TSMC. | -7.7% | tweet ↗ |
| 2026-10-11 | · | @sikeda23 | · | Says tech stocks are entering an important stage that will determine another leg higher. | · | tweet ↗ |
| 2026-10-09 | · | @sikeda23 | · | Notes a surprisingly severe Hermès decline while disclosing it remains a holding. | · | tweet ↗ |
| 2026-10-07 | 186A.T | @sikeda23 | +0.25 | Reports the first regular TOPIX reconstitution, including four named additions effective October 30. | · | tweet ↗ |
| 2026-10-07 | 2702.T | @sikeda23 | +0.25 | Reports the first regular TOPIX reconstitution, including four named additions effective October 30. | · | tweet ↗ |
| 2026-10-07 | 215A.T | @sikeda23 | +0.25 | Reports the first regular TOPIX reconstitution, including four named additions effective October 30. | · | tweet ↗ |
| 2026-10-07 | 7564.T | @sikeda23 | +0.25 | Reports the first regular TOPIX reconstitution, including four named additions effective October 30. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.